+3,388.4%
CSGP vs PTEN
+197.5%
+3,190.9%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -6.6% | +4.9% | -0.8% |
| 7D | +13.9% | -21.6% | +35.5% | +17.3% |
| 30D | +16.0% | -12.8% | +28.8% | +17.5% |
| 3M | +6.1% | +5.1% | +1.0% | +4.4% |
| 6M | -8.2% | -18.5% | +10.3% | -7.1% |
| YTD | -52.3% | +67.6% | -119.9% | -56.7% |
| 1Y | -54.5% | +71.1% | -125.6% | -58.9% |
| 3Y | -58.6% | -12.6% | -46.0% | -60.1% |
| 5Y | -61.5% | +24.0% | -85.5% | -66.3% |
| 10Y | +74.7% | -42.5% | +117.2% | +43.8% |
| All | +3,388.4% | +197.5% | +3,190.9% | +2,238.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PTEN.
Daily Out/Under-Performance
Portfolio return minus PTEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTEN return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded PTEN wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling